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iShares S&P 500 Index shares owned by Sage Capital Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sage Capital Advisors from 13F filings

Historical chart of Sage Capital Advisors investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Sage Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Sage Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.9M 7.4k 525.70
2023-12-31 $3.5M 7.4k 477.65
2023-09-30 $3.1M 7.3k 429.42
2023-06-30 $3.2M 7.2k 445.70
2023-03-31 $2.8M 6.8k 411.09
2022-12-31 $2.6M 6.8k 384.22
2022-09-30 $2.4M 6.7k 358.63
2022-06-30 $3.1M 8.2k 379.14
2022-03-31 $3.7M 8.1k 449.56
2021-12-31 $3.5M 7.7k 453.71
2021-09-30 $3.9M 9.0k 430.78
2021-06-30 $3.9M 9.0k 436.44
2021-03-31 $3.5M 8.7k 397.88
2020-12-31 $3.1M 8.1k 387.59
2020-09-30 $2.7M 8.0k 336.11
2020-06-30 $2.5M 8.0k 309.69
2020-03-31 $2.2M 8.6k 258.37
2019-12-31 $2.2M 6.9k 323.27
2019-09-30 $2.1M 6.9k 298.56
2019-06-30 $2.1M 7.0k 300.63
2019-03-31 $1.9M 6.5k 284.60
2018-12-31 $1.6M 6.2k 251.56
2018-09-30 $1.8M 6.0k 292.71
2018-06-30 $1.6M 5.9k 273.01
2018-03-31 $1.6M 6.1k 265.40
2017-12-31 $1.6M 6.1k 268.80
2017-09-30 $1.5M 6.1k 252.88
2017-06-30 $1.4M 5.6k 243.38